Selecting Documents to Turn Into Templates

A guide on what documents to start with

Start with a Microsoft Word Document in .docx Format

Any documents that you want to turn into model templates with the Template Builder must be in Microsoft Word .docx format. If your document is in the older Microsoft Word .doc format you can convert it to the .docx format to use it with the Template Builder.

Three Fundamental Things to Consider When Selecting Documents to Turn into Model Templates

  1. Frequency: Think about how often you use the documents. You'll get much more value from templates that are frequently used as opposed to those that are only drafted on occasion.
  2. Power of Document Sets: Think about your templates in terms of projects or sets. When templates are grouped together into sets the amount of time you can save is compounded because information only needs to be entered once and will appear across multiple documents.
  3. Immediate Return on Investment: Choose templates that will provide immediate value and instantly make your work life easier.

Pro Tip

Crawl, Walk, Run. Start with something simple but useful, like client correspondence. By starting with a relatively simple document, you will develop a comfort level with the tool and also establish best practices that will pay off later with more complex templates.

Get a Jumpstart

You can request templates to add to your account here. These jumpstart templates -- spanning several jurisdictions and practice areas -- provide some examples that can help you convert your documents into model templates, but the jumpstart templates also can be used to get you up and running with Lawyaw while you develop your own custom templates. (You also can use Template Builder to modify the jumpstart templates to fit your practice!)

Template Services

What some help getting started? We have a team of legal professionals that are available to create your templates for you. If you would like more information, or an estimate for your documents, let us know.

Possible Documents to Convert into Model Templates

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Up next

Introduction to Lawyaw
Introduction to Lawyaw
Key Concepts and Terminology
Key Concepts and Terminology
Clio Users: Getting Started
Clio Users: Getting Started
The Platform
The Platform
The Template Builder
The Template Builder
Selecting Documents to Turn Into Templates
Selecting Documents to Turn Into Templates
Creating Model Templates
Creating Model Templates
How Information is Saved: Fields and Cards
How Information is Saved: Fields and Cards
Clio Users: Using Clio Information in Lawyaw
Clio Users: Using Clio Information in Lawyaw
Roles versus Other Cards
Roles versus Other Cards
Prepping Templates
Prepping Templates
Importing Cards and Fields
Importing Cards and Fields
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Adding Cards
Adding Cards
Adding Fields to Cards and Hints
Adding Fields to Cards and Hints
Duplicating Cards
Duplicating Cards
Collapse and Collapse All Cards
Collapse and Collapse All Cards
Inserting Fields and Bulk Insert
Inserting Fields and Bulk Insert
Multiple Choice Fields
Multiple Choice Fields
Formatting Fields
Formatting Fields
Advanced Topic: Formatting your Data
Advanced Topic: Formatting your Data
Deleting Fields
Deleting Fields
Reordering Fields and Cards
Reordering Fields and Cards
Test your Skills #1
Test your Skills #1
Stepping Through Test Your Skills #1
Stepping Through Test Your Skills #1
Adding Rules to Your Templates (Conditions)
Adding Rules to Your Templates (Conditions)
Getting Started with Conditions
Getting Started with Conditions
Advanced Topic: Choosing the Right Design for your Rules
Advanced Topic: Choosing the Right Design for your Rules
Inserting Conditions
Inserting Conditions
Moving Conditions
Moving Conditions
Using Conditions for Multiples
Using Conditions for Multiples
Nested Conditions
Nested Conditions
Triggering Conditions from Multiple Choice Fields
Triggering Conditions from Multiple Choice Fields
Standalone Conditions
Standalone Conditions
Reviewing, Testing and Troubleshooting Conditions
Reviewing, Testing and Troubleshooting Conditions
Test Your Skills #2
Test Your Skills #2
Stepping Through Test Your Skills #2
Stepping Through Test Your Skills #2
More Practice #1
More Practice #1
Generating Documents
Generating Documents
The Journey
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Assigning Contacts to Roles
Assigning Contacts to Roles
Optional Highlighted Changes
Optional Highlighted Changes
Template Sets
Template Sets
Saving, Editing and Transferring Templates
Saving, Editing and Transferring Templates
Saving Templates
Saving Templates
Editing Templates
Editing Templates
Transferring Templates
Transferring Templates
Deleting Templates
Deleting Templates
Electronic Signatures
Electronic Signatures
Creating the Signature Package
Creating the Signature Package
eSignature: The Client Experience
eSignature: The Client Experience